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Workflow Custom Views

How to view fields from the workflow in the grid and facet search.

Andy Campbell avatar
Written by Andy Campbell
Updated over 2 years ago

Why is adding form fields to the Display Grid or Search Facet helpful?

There are times when a user is looking for a specific piece of information collected within a submitted workflow, for example, Dates of Travel or Invoice Number. Without showing these details in the grid, the user would have to know who submitted the form and when to pinpoint the correct form for review.

Adding Fields to the Display Grid or Search Facet

From Workflows > Forms Explorer, System Administrators can update what is displayed related to the selected workflow.

  • Click the form name

  • Click "Customize Fields" in the top, right of the grid

  • Check off fields to "Display" in the grid and/or "Search" to filter on the left search facets.

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